SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,396 | -3.9% | 425 | 0.0% | 0.02% | +12.5% |
| Q2 2023 | $28,513 | +2.3% | 425 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $27,872 | -0.7% | 425 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $28,059 | +12.2% | 425 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $25,000 | -7.4% | 425 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $27,000 | -10.0% | 425 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $30,000 | -3.2% | 425 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 425 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $29,000 | 0.0% | 425 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 425 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $28,000 | +12.0% | 425 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $25,000 | +13.6% | 425 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +10.5% | 425 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | -53.7% | 425 | -37.7% | 0.01% | -46.2% |
| Q4 2019 | $41,000 | +5.1% | 682 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $39,000 | +2.6% | 682 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $38,000 | +2.7% | 682 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $37,000 | +8.8% | 682 | 0.0% | 0.03% | -3.6% |
| Q4 2018 | $34,000 | -10.5% | 682 | 0.0% | 0.03% | +7.7% |
| Q3 2018 | $38,000 | +5.6% | 682 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $36,000 | 0.0% | 682 | 0.0% | 0.03% | +8.0% |
| Q1 2018 | $36,000 | -2.7% | 682 | 0.0% | 0.02% | +4.2% |
| Q4 2017 | $37,000 | +5.7% | 682 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $35,000 | – | 682 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GILL CAPITAL PARTNERS, LLC | 118,083 | $8,277,642 | 3.49% |
| Marotta Asset Management | 8,179 | $573,348 | 0.12% |
| CGN Advisors LLC | 12,389 | $868,469 | 0.12% |
| Pure Financial Advisors, LLC | 30,761 | $2,156,372 | 0.07% |
| MASSMUTUAL TRUST CO FSB/ADV | 11,112 | $778,951 | 0.03% |
| Anchor Investment Management, LLC | 2,610 | $182,981 | 0.02% |
| Bartlett & Co. LLC | 12,247 | $860 | 0.01% |
| Apella Capital, LLC | 3,008 | $209,477 | 0.01% |
| Versant Capital Management, Inc | 511 | $35,821 | 0.01% |
| BALDWIN BROTHERS LLC/MA | 1,279 | $89,658 | 0.01% |